Leverage Your Insurance – Get More for Less

Whenever we make a major purchase, we always look for the best return on our investment: whether it’s a computer, a car, a home, or an insurance policy. When it comes to our tangible assets, it’s easy to see when they need updating or maintenance. Unfortunately, less tangible assets like insurance policies and investments often get filed away and forgotten but it’s just as important to review and revisit these on a regular basis. Here’s why.

A recent case came about from a simple insurance review that uncovered an expensive contract that did not match the goals of the insured: too high a premium, not enough in the form of benefits.

As we talked with our client about his individual needs needs and goals, we were able to offer a solution that:

Lowered their insurance premium by $21,000 per year;

Added tax free income beginning at age 66 for a period of 20 years

Maintained a life insurance benefit

Whether you’re looking at minimizing your tax bill, maximizing your retirement income, or options for long term care, we know we can find a solution that meets your specific needs. Give us a call at (617) 527-9736 or send us an email

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